Civic Intelligence

Beckman Endowment Fund

990 • Fiscal year 2015 • EIN 51-0179386

Mar 01, 2014 to Feb 28, 2015 • Filed on Aug 05, 2015

Organization Profilen/a
PO Box 94Dyersville, IA 52040

(563) 556-0123

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

91st percentile

49%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,424,532

Up $1,457,790 (+49%) from 2014

Net Assets

Up

$4,318,927

Up $1,456,777 (+51%) from 2014

Liabilities

Up

$105,605

Up $1,013 (+1.0%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin96th percentile

Revenue

Up

$2,082,804

Up $755,547 (+57%) from 2014

Expenses

Up

$626,028

Up $508,089 (+431%) from 2014

Net Income

Up

$1,456,776

Up $247,458 (+20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $1,598,326Liabilities 2012: $3,234Net Assets 2012: $1,595,0922012Assets 2013: $1,678,027Liabilities 2013: $25,195Net Assets 2013: $1,652,8322013Assets 2014: $2,966,742Liabilities 2014: $104,592Net Assets 2014: $2,862,1502014Assets 2015: $4,424,532Liabilities 2015: $105,605Net Assets 2015: $4,318,9272015Assets 2016: $5,347,616Liabilities 2016: -$152,902Net Assets 2016: $5,500,5182016Assets 2017: $4,319,419Liabilities 2017: $25,628Net Assets 2017: $4,293,7912017Assets 2018: $3,199,633Liabilities 2018: $0Net Assets 2018: $3,199,6332018Assets 2019: $3,711,046Liabilities 2019: $0Net Assets 2019: $3,711,0462019Assets 2020: $3,796,484Liabilities 2020: $0Net Assets 2020: $3,796,4842020Assets 2021: $4,533,299Liabilities 2021: $0Net Assets 2021: $4,533,2992021Assets 2022: $4,732,474Liabilities 2022: $0Net Assets 2022: $4,732,4742022Assets 2023: $4,222,244Liabilities 2023: $0Net Assets 2023: $4,222,2442023Assets 2024: $4,720,573Liabilities 2024: $0Net Assets 2024: $4,720,5732024

Highlighted filing

2015

Assets$4,424,532
Liabilities$105,605
Net Assets$4,318,927
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $111,869Expenses 2012: $132,311Net Income 2012: -$20,4422012Expenses 2013: $97,0832013Revenue 2014: $1,327,257Expenses 2014: $117,939Net Income 2014: $1,209,3182014Revenue 2015: $2,082,804Expenses 2015: $626,028Net Income 2015: $1,456,7762015Revenue 2016: $1,442,516Expenses 2016: $260,926Net Income 2016: $1,181,5902016Revenue 2017: $1,321,341Expenses 2017: $2,528,070Net Income 2017: -$1,206,7292017Revenue 2018: $745,063Expenses 2018: $1,980,633Net Income 2018: -$1,235,5702018Revenue 2019: $754,262Expenses 2019: $139,703Net Income 2019: $614,5592019Revenue 2020: $560,877Expenses 2020: $217,049Net Income 2020: $343,8282020Revenue 2021: $187,419Expenses 2021: $185,586Net Income 2021: $1,8332021Revenue 2022: $582,495Expenses 2022: $210,175Net Income 2022: $372,3202022Revenue 2023: $191,044Expenses 2023: $250,855Net Income 2023: -$59,8112023Revenue 2024: $245,465Expenses 2024: $253,301Net Income 2024: -$7,8362024

Highlighted filing

2015

Revenue$2,082,804
Expenses$626,028
Net Income$1,456,776
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$2,082,804
Mission and Program Overview

Mission

The mission of the Beckman Endowment Corporation is to support Catholic education by generating funds for Beckman Catholic High School. Advancement of the Beckman Endowment will be obtained through promotion of Planned Gifts, solicitation of Capital funds, as well as preservation of principal & growth of assets through prudent investing.

To support Beckman Catholic High School - learning rooted in Catholic teachings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$836,928$2,819,798▲ $1,982,870
Investments Other Securities$654,151$674,870▲ $20,719
Investments in Publicly Traded Securities$1,056,316$536,017▼ $520,299
Land, Buildings, and Equipment, Net$278,816$278,816→ $0
Other Notes and Loans Receivable, Net$140,531$115,031▼ $25,500
Total Assets$2,966,742$4,424,532▲ $1,457,790
Liabilities
Mortgage Notes Payable Secured by Investment Property$108,031$98,031▼ $10,000
Other Liabilities$-3,439$7,574▲ $11,013
Total Liabilities$104,592$105,605▲ $1,013
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,862,150$4,318,927▲ $1,456,777
Total Net Assets Fund Balance$2,862,150$4,318,927▲ $1,456,777
Total Liabilities and Net Assets / Fund Balance$2,966,742$4,424,532▲ $1,457,790

Asset Categories

AssetBook ValueDepreciationBasis
Land$278,816--
Other Securities$120,123--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$117,374-▲ $10,975-$125,058
2013$97,200$4,596▲ $18,214-$117,374
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Brian KramerPresident
Jeff WaltersVice President
Christi HessDirector
Father Dennis QuintDirector
James GoldsmithDirector
Judd GroverDirector
Nicholas BollwegDirector
Troy DeutmeyerDirector
Karen WulfekuhleSecretary
Carmen KrantzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,005,902
Program Service Revenue
$0
Investment Income
$76,902
Other Revenue
$0
All Other Contributions
$2,005,902
Change in Net Assets
$1,456,776

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$167,786Sales price
Total Noncash Contributions10$167,786-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$564,679
Professional Fundraising Fees$34,365
Total Fundraising Expense$34,365
Other Expenses$26,984
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$562,979--$562,979
Fees for Services Professional Fundraising--$34,365$34,365
Fees for Service Investment Mgmnt Fees-$11,970-$11,970
Fees for Services Accounting-$3,080-$3,080
Insurance-$2,791-$2,791
Advertising-$2,689-$2,689
All Other Expenses$1,995--$1,995
Office Expenses$1,813--$1,813
Grants to Domestic Individuals$1,700--$1,700
Interest$1,671--$1,671
Fees for Services Other$975--$975
Total Functional Expenses$571,133$20,530$34,365$626,028
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beckman High SchoolDyersville, IA501(c)(3)Provide funds to Beckman High School students and assistance with capital improvements.$562,979
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$34,365
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized gain(loss)$7,574
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Each contributor to the Beckman Catholic Endowment Fund shall be considered a voting shareholder regardless to the amount of the contribution; entitled to one vote per family. Family shall include husband and wife and children under the age of 18. Each shareholder is entitled to participate in the annual meeting of the corporation.”

Form 990, Part VI, Section A, line 7A

“Each of the five parishes of the Beckman School system; St. Francis Xavier, Dyersville; St. Boniface, New Vienna; St. Joseph, Earlville; St. Paul, Worthington; Sts. Peter & Paul, Petersburg shall be entitled to at least one member on the Board of Directors. If a system parish is unable to provide a parishioner to fill such seat at the time of election, such seat shall be filled as an at-large seat for said term. The Pastoral Coordinator (formally known as Executive Coordinator) of Beckman Catholic High School shall be entitled to appointment as a member of the board of directors. The remaining directors shall be considered at-large positions.”

Form 990, Part VI, Section A, line 8B

“The Organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“The Form 990 is reviewed by the Treasurer and Board of Directors at their board meeting prior to filing. The 990 presented to the Board of Directors does not include the names on Schedule B as some of the individuals wish to remain anonymous.”

Form 990, Part VI, Section B, line 12

“The Organization is in the process of implementing a conflict of interest policy. The policy will be signed and reviewed annually by all board members.”

Form 990, Part VI, Section C, line 19

“The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Beckman Endowment Fund
EIN
51-0179386
Phone
5635560123
Address
PO Box 94, Dyersville, IA 52040

Signing Officer

Name
Carmen Krantz
Title
Treasurer
Phone
5635560123
Signed
2015-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Kramer
Formed
1976
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
50

Preparer

Firm
Eide Bailly Llp
Address
1545 ASSOCIATES DR STE 101, DUBUQUE, IA 52002
Preparer
Carmen Krantz
Phone
5635561790
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The Organization's Board of Director's assumes the responsibility for oversight of the compilation of its financial statements and selection of an independent accountant.”

Financial Statement Notes

Part V, Line 4:

“Funds are used for the students of Beckman Catholic High School and to supplement the operations.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The endowment fund supported area education by promoting and providing funds for the students of Beckman Catholic High School.The first Annual Appeal Fund-drive was started in 1980 as an effort to raise funds for the operating budget. The funds are used to offset the per student cost. The appeal generates approximately $100,000 from alumni, parents, and benefactors of Beckman High School.In 1985, the first Summerfest was held. This was a BHS alumni/supporter reunion. Several hundred supporters gathered for the weekend festival, which included a volleyball tournament, softball tournament, picnic, dance and Sunday liturgy. Continued on Schedule O.A second Summerfest was held the following year. A third Summerfest was held in 1991, in conjunction with the 35th anniversary of the opening of the school. Summerfest is now an annual event during the July 4th weekend, primarily consisting of the Alumni softball tournament, Golf outing, and class reunions. As an additional source of revenue, BHS initiated a dinner/auction in 1992. The annual event has evolved into a semi-formal, yet festive evening of enchantment.Parental commitment and support is very strong as witnessed by the number of parents actively involved in fund raising events, Music Parent Association & Booster Club activities.A capital campaign was ongoing during the current year. Over $5 million in cash and pledges have been received to assist in building the current endowment funds as well as to provide assistance in capital improvements to Beckman Catholic High School.
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Brian Kramer
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01237378
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt061155
IRS990/PYInvestmentIncomeAmt089879
IRS990/PYOtherExpensesAmt019866
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01209318
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0117939
IRS990/PYTotalProfFndrsngExpnsAmt036918
IRS990/PYTotalRevenueAmt01327257
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01456776
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0836928
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02819798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02005902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01237378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03316732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt057482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt055251
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0221376
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018587
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65470
IRS990ScheduleA/PublicSupportPY170Pct00.49880
IRS990ScheduleA/PublicSupportTotal170Amt02316234
IRS990ScheduleA/SubstantialContributorsTotAmt01000498
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02005902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01237378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015912
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03316732
IRS990ScheduleA/TotalSupportAmt03538108
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01591
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0117374
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0125058
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01700
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010975
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01411
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt097200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04596
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0117374
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01225
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018214
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/LandGrp/BookValueAmt0278816
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0278816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Unrealized gain(loss)
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0554747
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1120123
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Archdiocese of Dubuque endowment funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Beneficial interest in Community Foundation of Greater Dubuque
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Funds are used for the students of Beckman Catholic High School and to supplement the operations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0278816
IRS990ScheduleD/TotalBookValueSecuritiesAmt0674870
IRS990ScheduleD/TotalLiabilityAmt07574
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Capital campaign consultant
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-34365
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0American City Bureau Inc
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt034365
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0302 West Main Street
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0West Dundee
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd060118
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0IA
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Professional fundraising consulting fees were paid to American City Bureau, Inc. for the Organization's capital campaign.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 2b, Column (v)
IRS990ScheduleG/TotalNetToOrganizationAmt0-34365
IRS990ScheduleG/TotalRetainedByContractorsAmt034365
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0562979
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Provide funds to Beckman High School students and assistance with capital improvements.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Beckman High School
IRS990ScheduleI/RecipientTable/RecipientEIN0420923753
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01325 9th Street SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Dyersville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052040
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Beckman Endowment Fund provide funds exclusively to the students of Beckman High School. The Board is aware of the needs of the High School and ensures funds are used appropriately.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt010
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Sales price
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0167786
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each contributor to the Beckman Catholic Endowment Fund shall be considered a voting shareholder regardless to the amount of the contribution; entitled to one vote per family. Family shall include husband and wife and children under the age of 18. Each shareholder is entitled to participate in the annual meeting of the corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each of the five parishes of the Beckman School system; St. Francis Xavier, Dyersville; St. Boniface, New Vienna; St. Joseph, Earlville; St. Paul, Worthington; Sts. Peter & Paul, Petersburg shall be entitled to at least one member on the Board of Directors. If a system parish is unable to provide a parishioner to fill such seat at the time of election, such seat shall be filled as an at-large seat for said term. The Pastoral Coordinator (formally known as Executive Coordinator) of Beckman Catholic High School shall be entitled to appointment as a member of the board of directors. The remaining directors shall be considered at-large positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization does not have committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reviewed by the Treasurer and Board of Directors at their board meeting prior to filing. The 990 presented to the Board of Directors does not include the names on Schedule B as some of the individuals wish to remain anonymous.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization is in the process of implementing a conflict of interest policy. The policy will be signed and reviewed annually by all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Organization's Board of Director's assumes the responsibility for oversight of the compilation of its financial statements and selection of an independent accountant.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02862150
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04318927
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02966742
IRS990/TotalAssetsEOYAmt04424532
IRS990/TotalAssetsGrp/BOYAmt02966742
IRS990/TotalAssetsGrp/EOYAmt04424532
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02005902
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt034365
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020530
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0571133
IRS990/TotalFunctionalExpensesGrp/TotalAmt0626028
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0104592
IRS990/TotalLiabilitiesEOYAmt0105605
IRS990/TotalLiabilitiesGrp/BOYAmt0104592
IRS990/TotalLiabilitiesGrp/EOYAmt0105605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02862150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04318927
IRS990/TotalOtherCompensationAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,424,532
Liabilities
$105,605
Net assets
$4,318,927
Revenue
$2,082,804
Expenses
$626,028
Net income
$1,456,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.25$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.19$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.58$0.21$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.19$0.19$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.56$0.22$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.75$0.14$0.61
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.75$1.98$1.24
2017Detailed filing. Detailed filing data is available for this year.$4.32$0.03$4.29$1.32$2.53$1.21
2016Detailed filing. Detailed filing data is available for this year.$5.35$0.15$5.50$1.44$0.26$1.18
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.11$4.32$2.08$0.63$1.46
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.10$2.86$1.33$0.12$1.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.03$1.65$0.10
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.11$0.13$0.02